The WILLIAM JOSEPH CAPITAL MANAGEMENT is a privately held investment adviser that advises $694.26mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WILLIAM JOSEPH CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 507.99% over the last 5-years.
The Group has been registered with the SEC for 5.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 210 RED STONE HILL ROAD SUITE 5, BRISTOL, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 27 investment and 0 non-investment staff. The total number of Employees increased by 80% over the last 5-years.
Their $694.26mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $407.11mn or 58.64% of Total Assets and High Net Worth Individuals own $287.14mn or 41.36% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WILLIAM JOSEPH CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.